sales order facility
Xero needs a sales order function.
Not just an invoice or quote function.
A main order function that you can print an invoice, packing slip etc from.
Right now we have to Approve an invoice (and not send it) to get a packing slip. Then manually change the packing slip to reflect what has actually been sent and what is on back order.
When you approve an invoice, it automatically shows up on the customer statements which has given us headaches for customers who require a monthly statement. We prefer not to invoice until stock has been sent.
Having a sales order function tidies up a lot of the issues we experience with Xero.
Ashleigh Thompson
shared this idea
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A T Print
commented
Could you have an option that when a quote is agreed you can press a button to convert into an order acknowledgment or copy into an order acknowledgement like you would a purchase order
at the moment we have to manually type order acknowledgment